For Individuals & Families

We assist our clients with a variety of wealth management services including financial, investment, retirement, accounting, and tax advice. Our holistic approach ensures clients receive services that align with their financial situations, financial goals, and timeline. With continued monitoring we are able to implement adjustments based on changes in economy or life circumstances.

We work with clients to determine what level of risk they feel comfortable with to design and implement investment options that are suitable to their preferences.

We work to understand our client’s financial goals in order to design and implement financial plans tailored to their specific wants and needs. In creating our clients financial plan we compare their current financial situation to their desired financial situation, and use this information to form the best path in realizing their financial aspirations.

Protecting the legacy our clients build is very important to us. We offer estate planning services to provide peace of mind and comfort in knowing that loved ones are secured. Our estate planning approach involves providing financial protection while upholding our client’s personal tenets.

We want our clients and their wealth to be protected should the need ever arrive, and offer asset protection services to ensure our clients remain secure. We work with clients to determine possible asset liabilities and the best method of defense against them.

Giving to causes and organizations close to the heart is important to many of our clients. We offer a variety of charitable planning strategies that allow our clients to pursue their passion of philanthropy while maintaining personal financial goals.

We understand that life can change suddenly and provide our clients with disability and extended care services to assist them if the need should arise. Our disability and extended care approach ensures protection against life’s surprises, and provides clients with additional peace of mind.

Clients who are changing jobs with an existing 401 (k) or IRA accounts have many options to consider. If applicable, they may leave their current holdings with their former employer, or rollover the existing account to a new employer-sponsored plan. We work with clients to educate them of their options and determine the best course of action for their retirement accounts.